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Strategic Metals
  • Silver, Critical Minerals

Silver Supply Deficit: The Byproduct Problem

Diagram showing silver output as a byproduct of lead, zinc, and copper mining alongside a supply deficit chart on an analyst's desk.

Only 26.1% of world silver comes from mines that produce silver as their main product, a record low. Why a 42% price rise bought just 3% more metal, what an ounce actually costs to mine, and why a deficit is not the same as a shortage.

  • Joel Durant
  • August 11, 2026
  • Gold, Quantum Computing

Gold in Quantum Computers: From Coating to Qubit

Gold-plated dilution refrigerator used in quantum computers, showing multi-stage cryogenic cooling system with copper wiring and gold coatings.

Gold’s Job in a Quantum Computer Is Changing A quantum computer is a machine that calculates with qubits rather than bits. A bit in an ordinary computer is either a 0 or a 1. A qubit can hold a blend…

  • Joel Durant
  • August 10, 2026
  • Copper, Critical Minerals, Energy

Copper Solar Panels: Can Copper Replace Silver?

An infographic comparing the traditional silver standard solar cell with an emerging copper plating alternative. The image highlights differences in cell efficiency, manufacturing cost, material abundance, and technical layer structures like barrier layers and busbars.

Copper is replacing silver in solar cells — but silver fell 47% in 2026 and the buildout never paused. What is actually driving the switch, what it saves, and the 25-year question nobody can answer yet.

  • Joel Durant
  • July 23, 2026
  • Energy, Critical Minerals, Silver

Silver in Solar Panels: Demand, Deficit & the Copper Threat

Diagram illustrating silver supply deficit and growing photovoltaic solar panel demand, featuring silver paste, contacts, and market analysis charts.

How much silver is in a solar panel, why photovoltaic silver demand is falling even as installations hit records, how solar feeds the global silver deficit, and where demand could go through 2050.

  • Joel Durant
  • July 23, 2026
  • Energy, Critical Minerals

Solar Panel Materials: Critical Minerals, Metals & Industrial Gases

Diagram of solar panel materials detailing critical minerals, metals, and industrial gases used in photovoltaic manufacturing.

What a solar panel is really made of — the silicon, silver, copper, critical minerals and industrial gases inside it, who controls each supply chain, and how solar's growth strains global commodity markets.

  • Joel Durant
  • July 23, 2026
  • Energy, Silver

Silver Solid-State Batteries: The Next-Gen Cell Tech

Cutaway diagram of a silver-carbon solid-state battery cell next to raw silver granules showing Ag-C anode tech.

Silver Solid-State Batteries The battery that could give an electric car 600 miles of range and a nine-minute charge has no graphite anode at all. In its place sits a layer of silver about five micrometres thick — a hundredth…

  • Joel Durant
  • July 22, 2026
  • Critical Minerals

What Are Strategic Metals? The Metals Powering AI, EVs & Defense

Infographic illustrating strategic metals powering AI chips, electric vehicles, nuclear reactors, and space defense technology.

What Strategic Metals Are Strategic metals are the metals a modern economy cannot function or grow without, whose supply is concentrated in few hands and hard to replace — the materials that AI data centers, electric cars, weapons systems, solar…

  • Joel Durant
  • July 21, 2026
  • Critical Minerals

What Are Critical Minerals? Definitions, Global Lists & Supply Risks

Diagram showing raw critical minerals connected via glowing supply lines to microchips, EV drivetrains, battery cells, and wind turbines, illustrating global supply risks.

What Critical Minerals Are & Why They Matter A critical mineral is a raw material that a country’s economy and security depend on, but whose supply is vulnerable to disruption. That second half is what makes the word do work:…

  • Joel Durant
  • July 21, 2026
  • Uranium, Critical Minerals, Energy

The Future Uses of Uranium: AI Data Centres, SMRs & Space

A futuristic infographic illustrating the future uses of uranium: a glowing atomic core powers a modern AI data centre server room, a Small Modular Reactor (SMR) plant, and a rocket ship launching into space with satellites.

The Future Uses of Uranium A single ceramic pellet of uranium fuel, about the size of a fingertip, holds as much energy as a tonne of coal. That fact is the whole reason uranium matters, and it is why a…

  • Joel Durant
  • July 20, 2026
  • Rare Earth Minerals, Critical Minerals, Future Tech

Rare Earth Magnets: Why the Modern World Runs on Them

Infographic illustrating rare earth magnet applications, including neodymium NdFeB and SmCo magnets in electric vehicles, wind turbines, robotics, defense systems, and data centers.

The Magnets the Future Runs On & the Country That Controls Them The strongest permanent magnet ever commercialised is a small slug of iron, boron, and a rare-earth metal called neodymium — and it is hiding inside almost everything that…

  • Joel Durant
  • July 20, 2026
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